SFSG
Sound Financial Strategies Group’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Buy |
1,635
+22
| +1% | +$10.3K | 0.65% | 49 |
|
|
2025
Q1 | $751K | Sell |
1,613
-293
| -15% | -$136K | 0.67% | 49 |
|
|
2024
Q4 | $798K | Buy |
1,906
+276
| +17% | +$116K | 0.67% | 55 |
|
|
2024
Q3 | $777K | Buy |
1,630
+26
| +2% | +$12.4K | 0.62% | 44 |
|
|
2024
Q2 | $704K | Buy |
1,604
+146
| +10% | +$64.1K | 0.61% | 35 |
|
|
2024
Q1 | $677K | Sell |
1,458
-32
| -2% | -$14.9K | 0.56% | 25 |
|
|
2023
Q4 | $612K | Sell |
1,490
-1,117
| -43% | -$459K | 0.52% | 32 |
|
|
2023
Q3 | $971K | Sell |
2,607
-207
| -7% | -$77.1K | 0.8% | 15 |
|
|
2023
Q2 | $1.07M | Sell |
2,814
-385
| -12% | -$147K | 0.78% | 15 |
|
|
2023
Q1 | $1.14M | Sell |
3,199
-252
| -7% | -$89.6K | 0.76% | 9 |
|
|
2022
Q4 | $1.13M | Buy |
+3,451
| New | +$1.13M | 0.82% | 14 |
|
|
2022
Q2 | – | Sell |
-5,165
| Closed | -$1.65M | – | 59 |
|
|
2022
Q1 | $1.65M | Buy |
5,165
+3,164
| +158% | +$1.01M | 0.91% | 12 |
|
|
2021
Q4 | $693K | Sell |
2,001
-72
| -3% | -$24.9K | 0.35% | 46 |
|
|
2021
Q3 | $615K | Sell |
2,073
-15
| -0.7% | -$4.45K | 0.31% | 49 |
|
|
2021
Q2 | $603K | Sell |
2,088
-184
| -8% | -$53.1K | 0.3% | 71 |
|
|
2021
Q1 | $637K | Sell |
2,272
-169
| -7% | -$47.4K | 0.33% | 27 |
|
|
2020
Q4 | $639K | Buy |
2,441
+38
| +2% | +$9.95K | 0.35% | 34 |
|
|
2020
Q3 | $569K | Sell |
2,403
-41
| -2% | -$9.71K | 0.36% | 30 |
|
|
2020
Q2 | $517K | Sell |
2,444
-1
| -0% | -$212 | 0.33% | 31 |
|
|
2020
Q1 | $433K | Sell |
2,445
-3,483
| -59% | -$617K | 0.29% | 28 |
|
|
2019
Q4 | $1.27M | Buy |
+5,928
| New | +$1.27M | 0.8% | 46 |
|